Caitlin John’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Buy |
+873
| New | +$339K | 0.31% | 81 |
|
|
2025
Q1 | – | Sell |
-275
| Closed | -$99.9K | – | 219 |
|
|
2024
Q4 | $99.9K | Sell |
275
-19
| -6% | -$6.9K | 0.07% | 166 |
|
|
2024
Q3 | $114K | Sell |
294
-786
| -73% | -$304K | 0.07% | 163 |
|
|
2024
Q2 | $360K | Buy |
1,080
+972
| +900% | +$324K | 0.26% | 89 |
|
|
2024
Q1 | $39.6K | Buy |
108
+20
| +23% | +$7.34K | 0.03% | 258 |
|
|
2023
Q4 | $26K | Buy |
+88
| New | +$26K | 0.02% | 301 |
|